Kristi Middleton

I am a Tax Partner in the private client team in the Midlands where I manage the private wealth team and support my clients. I started off as an accountant but have worked in tax since 2008, most of this time I have focused on private client tax issues.

I work mainly with entrepreneurial clients, private equity executives and their families to support them in all personal tax and succession matters. My goal is to always make sure that the clients I work with understand the tax issues relevant to them and are happy with any planning ideas they undertake. The main areas I get involved in are advice on wealth and asset ownership (including UK residential property), pre-sale planning for entrepreneurs, inheritance tax, succession and estate planning, personal tax compliance services including reporting fund investments for private equity executives and divorce and matrimonial tax advice. I can provide advice on various structures, like trusts and family investment companies, whether they are set up in the UK or overseas.

The main reason I can get involved in this variety of work is that I am curious and always looking to learn and develop. I am also surrounded by a great team and brilliant colleagues who support me and help me deliver great service to our clients.

Outside work I can be found walking in the countryside with my husband and (resentful) children in tow. I also enjoy going for a run on my own which allows me to clear my head and recharge.